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Bitcoin is a bubble, no plans to short-sell: Japan Post Bank CIO

32 pointsby mbgaxyzover 7 years ago

7 comments

alexasmythsover 7 years ago
I&#x27;d like to know how on god&#x27;s green earth they did the &#x27;valuation&#x27;. Because there are certainly no generally accepted ways of doing that - hence the volatility.<p>&quot;Here are a set of numbers that you can own and rigorously control (i.e. establish ownership). You can possibly exchange them as value, like a currency, but not many people will do that. Start the bidding!&quot;<p>It&#x27;s the most pure form of speculation imaginable.<p>Most other forms of speculation are derived, yes, from what we think &#x27;others&#x27; will pay, but what &#x27;others&#x27; will pay is usually derived from some economic value: i.e. a home is a place to live, a building a place to work, shares are rights to future profits, bonds get &#x27;repaid&#x27; and pay &#x27;coupons&#x27; ... so you can try to figure out &#x27;what they are worth&#x27;.<p>BTC ... it&#x27;s literally just worth what some other guy will pay - and that&#x27;s 100% of the story. That&#x27;s a difficult thing to predict :)
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panarkyover 7 years ago
I remember analysts and experts in 2004 sneering at the thought that Google might be worth $23 billion at the time of their IPO.<p>The pundits and talking heads gravely warned that investors were crazy to pay 230 times the prior year&#x27;s net income.<p>They said Google was a &quot;one-trick pony&quot;. They said Google could never grow into that insane valuation.<p>It was a bubble, they said.<p>Why didn&#x27;t foolish speculators learn from the dot com crash, or from the Dutch tulip mania?<p>Maybe today&#x27;s wise men are right, and the cryptocurrency bubble will burst in a spectacular bonfire of hubris.<p>Or maybe they aren&#x27;t really wise. Maybe they only know what they know, and can&#x27;t understand what&#x27;s right in front of their faces, just like they couldn&#x27;t understand what Google could become.
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holyheiferover 7 years ago
“During the information technology bubble, we saw a rally in dot-com company shares. But at least at that time, there were people using Yahoo or (Japanese internet firm) Rakuten -- people were using their services,” he said.<p>-&gt; People ARE using Bitcoin&#x27;s services, notably Venezuela now after the default. Argentinians have been using it to escape the terrible inflation that plagues their peso.<p>“But this time, I see quite a lot of people doing crypto-currency businesses in my circle of friends. But I hardly know anyone in person who is trading crypto-currencies and I haven’t seen anyone using them in real life,” he said.<p>Just because you are living in a bubble doesn&#x27;t mean people don&#x27;t use it. TenX&#x27;s cards have been around for a while and they can be used quite seamlessly. i have also paid my friend for lunch using Bitcoin just to test it out. Heck there are even bitcoin atms in Japan. I think this speaks more about the quality of their leadership than about cryptos tbh.<p>That said, I am not claiming the currency will go up or down. As noted by some other users, the value is quite arbitrary, and like gold this is a market that is sentiment driven. But if he understood the theory and tech behind it, he wouldn&#x27;t have made the $100 claim, really makes him look like a joke.
hwover 7 years ago
The price of bitcoin may be bubbly but the tech isn&#x27;t. Most of the people buying in to bitcoin and crypto right now are chasing $ and are mostly driven by speculation instead of an understanding of the tech behind it and its potential.<p>Regardless if the price doubles in the next year or corrects 30% in a few days, there&#x27;s a ton that&#x27;s going on in the blockchain space (if you look past a lot of the get-rich-quick&#x2F;scammy ICO companies). Payments, cross border transactions, IPFS, security, voting, etc are all things that are being or could be disrupted by the blockchain tech
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thisisitover 7 years ago
&quot;Sago said bitcoin’s rally could end after its price hits the $10,000 mark or <i>right before the CME Group launches bitcoin futures</i> some time by the end of this year.&quot;<p>Given the fact this happened yesterday: <a href="https:&#x2F;&#x2F;www.bloomberg.com&#x2F;news&#x2F;articles&#x2F;2017-11-15&#x2F;bitcoin-exchange-that-cme-plans-to-use-for-futures-is-down" rel="nofollow">https:&#x2F;&#x2F;www.bloomberg.com&#x2F;news&#x2F;articles&#x2F;2017-11-15&#x2F;bitcoin-e...</a><p>It will be interesting to see how things pan out once the future contracts are released.
ThrustVectoringover 7 years ago
Bitcoin cannot be expected to be priced &quot;correctly&quot; (whatever that means) since there&#x27;s no practical way to short it.
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Taniwhaover 7 years ago
In other news &quot;emperor naked&quot;